Essential Partners’s AFC Gamma AFCG Stock Holding History

Essential Partners’s Portfolio AFCG Stock Details AFCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4	Closed	-$12	–	2856
2026 Q2	$12	Sell	4 -11	-73%	-$35	﹤0.01%	2843
2026 Q1	$42	Sell	15 -39	-72%	-$97	﹤0.01%	2792
2025 Q4	$154	Sell	54 -688	-93%	-$2.18K	﹤0.01%	2479
2025 Q3	$2.84K	Buy	742 +657	+773%	+$2.92K	﹤0.01%	1660
2025 Q2	$381	Buy	+85	New	+$438	﹤0.01%	1769

Other funds holding AFCG

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's AFCG Position: Q3 2026 in Review

Essential Partners sold out of AFC Gamma (AFCG) in Q3 2026, closing a stake of 4 shares — an estimated $12 sold.

Essential Partners first reported a position in AFCG in Q2 2025 and held it in 5 quarters. The position peaked at $2.84K in Q3 2025. 3 funds tracked by Wall St. Rank hold AFCG as of Q3 2026.

Essential Partners reported no remaining AFC Gamma position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 4 AFC Gamma shares in Q3 2026, an estimated $12.
Essential Partners first reported a position in AFC Gamma in Q2 2025 and held it in 5 quarters.
Essential Partners's AFC Gamma position peaked at $2.84K in Q3 2025.
3 funds tracked by Wall St. Rank held AFC Gamma as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.